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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Are you familiar with this fund despite its small size (AUM $90M)?
Asset breakdown shows 47% in term loan. Is it private debt?
It also shows 38% in cash or equivalent, not sure why it's so high? Maybe you have an explanation.

I had bond exposure that matured and like many investors, I am looking for higher yield in the fixed income portion of the portfolio. I am interested in the private debt market. I am familiar with Atrium MIC and Firm Capital and was looking for other alternatives. Any thoughts or comments would be appreciated.
Read Answer Asked by Pierre on February 14, 2022
Q: I was shocked to learn that on Feb 9,that U stated that it is Ok to Hold SIS for income & growth but not considered a need to own if there are better alternatives. Bought a few years ago @ $17.28 & went along for the ride down to some $8.65 in early 2020 and the ride up to $22 H in Sep last.On Feb 10 U provided some alternatives.Please rank them starting with best in the event that I have to switch.Txs for u usual great services & views. Btw when are U appearing on Market Call ?
Read Answer Asked by Peter on February 14, 2022
Q: I would appreciate your opinion on these stocks for a 10 year hold. Thank you very much.
Read Answer Asked by Peter on February 14, 2022
Q: I’m trying to understand the core business proposition of Amazon as comments on earnings were how great its last quarter was. Their online retailing is very competitive and a valuable service. But not very lucrative.
The AWS part of their business is very profitable but it would seem that it’s an oligopoly at best and subject to possible margin reduction.
Do you have any thoughts on why it’s growth and margins going forward look so attractive?
Read Answer Asked by Peter on February 14, 2022
Q: In my total holdings, I am very well diversified across sectors (perhaps need to increase Industrials). Specifically, in an USD RRSP acc't, I am 20% cash after some adjustments (high-grading and trimming).

In this acc't, I am considering WFG, CCJ, RIO for the thematic and fundamental merits of each of the three. Which might hold the best growth possibilities going forward and why?

My thanks.
Read Answer Asked by David C. on February 14, 2022
Q: I went back to Constellation Software’s old reports to compare results to Topicus’ current results. Constellation had similar revenue ($891m USD) in 2012 to Topicus in 2021 ($846m USD).

Here are the revenue growth rates for those years:
CSU : 15%
TOI: 50%

Here are the acquisition amounts in those years:
CSU: $141m USD
TOI: $385m USD

By the numbers, it would seem that Topicus is significantly more aggressive in terms of growth by acquisition than Constellation was when it was the same size back in 2012.
My question is can Topicus keep this rate of acquisition up over the next five years or so, or are they picking off the low hanging fruit and things will get much more difficult down the road? Thanks
Read Answer Asked by Michael on February 14, 2022
Q: Recently Veritas’ D.Souza cut most of the big canadian banks to sell. Could I have forward P/E for each of them? I doubt it, but do you agree with M. D’Souza that the banks are a bit overpriced looking at 2023?
Thanks

Read Answer Asked by Denise on February 14, 2022
Q: Hello Peter and team,
What do you think of major drilling group? For banks like TD and telecoms such as BCE, when would one consider them to be over valued? Would be mostly based on PE ratios and if so, what would considered a high PE ratio for banks or telecoms to be considered in over value territory? Thank you.
Read Answer Asked by umedali on February 14, 2022
Q: Further to Cal's question on taxation of the BAMR to BAM.A exchange: the BAMR website states the following:

The exchange would be considered a disposition of the Class A Share of BAM Re. A Canadian resident shareholder who disposes of a share of BAM Re via an exchange would recognize gain or loss equal to the difference between the fair market value of the BAM shares received (at the time of the exchange) and the adjusted cost basis (“ACB”) of the BAM Re Class A shares exchanged.
Read Answer Asked by Stephen on February 14, 2022
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